Iberdrola, Acciona, Almirall, Amadeus, Enagás, Faes, Meliá Hoteles, Merlin Properties and Pharma Mar are the most recommended stocks amongst analysts.
The average weighted target price is 22,6€ (up 22.6% so far this year), while the average weighted market price is 20,9€ (up 29.7% so far this year). So the average weighted discount between the share price and the target price is 7.5%
The Price/Average weighted earnings ratio is 18,7x (up 14.9% from end-last year); the inverse of this ratio gives an earnings per share of 5,4 euros (a 12.9% decline from a year earlier).
The average recommendation is 2,71 points, slightly more on the buy side than at end-last year. (Between 1 and 2 points is considered a “clear buy” and between 3,5 and 5 points is a “clear sell.”
There are currently 24 stocks on the buy side (between 1 and 2 points), compared with 22 at end-2015. These are: Inditex, Amadeus, IAG, Prosegur, DIA, Melia Hotels, Almirall, NH Hotels, Faes, Pharma Mar, Acerinox, Elecnor, Abertis, ACS, Acciona, Merlin Properties, Iberdrola, Red Eléctrica, Enagás, BBVA, Bankia, Banco Sabadell, Catalana Occidente and Bolsas y Mercados.
There are 11 stocks on the sell side (between 3,5 and 5 points), compared with 15 at end-2015. These are: Prisa, Deoleo, Zardoya, Ence, Cementos Portland, Abengoa, Uralita/Coemac, Inmobiliaria Colonial, Realia, Solaria and Banco Santander.
To prepare its market consensus, Consensodelmercado.com uses the valuations from the following research houses: JP Morgan,
| Stocks |
Target Price |
EPS |
Recommendation |
| TELEFONICA |
10,64 |
0,53 |
2,33 |
| BANCO SANTANDER |
4,20 |
0,47 |
3,50 |
| BBVA |
6,50 |
0,67 |
2,00 |
| INDITEX |
36,60 |
1,05 |
2,00 |
| IBERDROLA |
6,90 |
0,39 |
1,00 |
| ABENGOA |
0,22 |
0,02 |
5,00 |
| ABERTIS |
15,70 |
0,79 |
2,00 |
| ACCIONA |
88,40 |
4,00 |
1,00 |
| ACERINOX |
11,45 |
0,17 |
2,00 |
| ACS |
35,10 |
2,62 |
1,67 |
| ALMIRALL |
17,37 |
0,47 |
1,00 |
| AMADEUS |
44,40 |
1,69 |
1,00 |
| ARCELOR |
4,40 |
0,21 |
3,00 |
| ATRESMEDIA |
14,70 |
0,67 |
3,00 |
| BANCO DE SABADELL |
1,85 |
0,15 |
2,00 |
| BANCO POPULAR |
1,69 |
0,23 |
3,33 |
| BANKIA |
0,95 |
0,10 |
1,50 |
| BANKINTER |
6,00 |
0,48 |
3,00 |
| BME |
31,63 |
1,93 |
2,00 |
| CAIXABANK / CRITERIA |
3,20 |
0,20 |
3,00 |
| CELLNEX TELECOM |
13,50 |
0,30 |
2,50 |
| CEMENTOS PORTLAND |
4,28 |
0,01 |
4,00 |
| CORPORACIÓN ALBA |
34,50 |
3,50 |
3,00 |
| DEOLEO / GRUPO SOS |
0,36 |
0,02 |
4,00 |
| DIA |
6,65 |
0,32 |
2,00 |
| EBRO FOODS |
18,50 |
1,11 |
3,00 |
| ELECNOR |
11,40 |
1,30 |
2,00 |
| ENAGAS |
30,15 |
1,77 |
1,00 |
| ENDESA |
19,60 |
1,19 |
3,00 |
| FAES |
3,00 |
0,14 |
1,00 |
| FCC |
8,20 |
0,33 |
3,00 |
| FERROVIAL |
20,95 |
0,96 |
3,00 |
| G. CAT. OCCIDENTE |
35,92 |
2,60 |
2,00 |
| GAMESA |
20,05 |
0,95 |
3,00 |
| GAS NATURAL |
18,25 |
1,44 |
3,00 |
| GRIFOLS |
23,40 |
0,99 |
3,00 |
| GRUPO ENCE |
10,66 |
0,35 |
5,00 |
| IAG |
6,35 |
0,82 |
2,00 |
| INDRA |
12,29 |
0,37 |
3,00 |
| INMOBILIARIA COLONIAL |
5,50 |
0,30 |
5,00 |
| MAPFRE |
2,40 |
0,26 |
3,00 |
| MEDIASET – TELECINCO |
12,00 |
0,32 |
3,00 |
| MELIA HOTELS |
11,60 |
0,40 |
1,00 |
| MERLIN PROPERTIES |
12,20 |
0,59 |
1,00 |
| NH HOTELES |
5,40 |
0,20 |
2,00 |
| OHL |
4,70 |
0,23 |
3,00 |
| PHARMAMAR (ZELTIA) |
4,41 |
0,06 |
1,00 |
| PRISA |
3,50 |
0,55 |
5,00 |
| PROSEGUR |
5,60 |
0,34 |
2,00 |
| REALIA |
4,56 |
0,02 |
5,00 |
| RED ELECTRICA |
20,93 |
4,83 |
2,00 |
| REPSOL |
14,03 |
0,44 |
2,50 |
| SACYR VALLEHERMOSO |
2,75 |
0,18 |
3,00 |
| SOLARIA |
0,86 |
0,12 |
4,00 |
| TECNICAS REUNIDAS |
27,50 |
2,20 |
3,00 |
| TUBACEX |
2,03 |
0,08 |
3,00 |
| URALITA/COEMAC |
0,89 |
0,06 |
5,00 |
| VIDRALA |
49,40 |
2,74 |
3,00 |
| VISCOFAN |
57,30 |
2,77 |
3,00 |
| ZARDOYA OTIS |
7,70 |
0,35 |
5,00 |
Consensodelmercado.com uses analysts’ reports by JP Morgan, BNP Paribas, Fortis, Santander, BBVA, La Caixa, Bankia, Ahorro Corporación, Analistas Financieros Internacionales, Banesto, Bankinter, Banco Sabadell, Banca March, Mirabaud, Venture, Self Bank, Renta 4 and Link Securities.
